Compound Planning, Inc.'s ownership history for MSFT

Compound Planning, Inc. currently holds 123.0K shares with a market value of $59.5M. It started holding MSFT on 2024-09-30. At its peak, it held 123.0K shares on 2025-12-31. Its highest holding value was $59.5M on 2025-12-31. At its lowest, it held 62.5K shares on 2024-09-30, with a value of $26.9M on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has increased its shares by 18.8K. In the recent year, Compound Planning, Inc. has increased its shares by 36.7K.

It has also owned 1 contracts of puts, with the market value of the underlying securities totaling $51.8K on 2025-03-31. At its peak, it held 1 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $51.8K on 2025-09-30. At its lowest, it held 1 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $37.5K on 2025-03-31. In the recent 180 days, Compound Planning, Inc. has increased its holdings by 0 contracts.